See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,028 | $183,519-53.7% | $155,509-45.3% | $145,922-41.7% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 11.63% | 61.17%-49.5pp | 64.67%-53.0pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,065 | $5,313-80.0% | $4,672-77.2% | $4,660-77.1% |
| Participant deferral / active EE | $2,379 | $6,462-63.2% | $5,626-57.7% | $6,688-64.4% |
| Admin fee / account holder | $736 | $19,313-96.2% | $15,912-95.4% | $13,397-94.5% |